Harness Investment Management Expands Core Wealth Solutions Partnership to Offer Higher-Touch Investment Counselling Services to Clients
Partnership expansion to enhance value proposition to clients
TORONTO, Oct. 25, 2023 (GLOBE NEWSWIRE) — Harness Investment Management Inc. (“Harness”), an investment counselling arm of leading Canadian financial services innovator Purpose Unlimited, is pleased to announce the expansion of its partnership with Core Wealth Solutions’ (“Core Wealth”), adding its personalized Investment Counselling Services (ICS) model to help continue the accelerated growth of Core Wealth and enhance the client’s investment experience.
Led by Collin Noble BBA CFP CLU, Core Wealth has demonstrated high levels of growth in wealth advisory services since establishing its initial partnership with Harness and providing a joint value proposition to their clients. The combined offering has helped Core Wealth attract small business owners, professionals and families that benefit most from its complex wealth and estate planning service offering. Core Wealth’s success has been attributed to its client-first dedication and commitment to being a leader in the wealth management space.
“Our partnership with Harness has played a pivotal role in our success and ability to serve our clients,” says Noble. “As pioneers in providing innovative financial solutions, Harness has been instrumental in helping Core Wealth’s continued success. Our relationship allows us to not only service our clients effectively but focus on growing our client relationships through insightful wealth advice, estate planning, and high-touch service while relying on Harness to implement leading sub-advised investment solutions.”
Core Wealth has looked to Harness’ impressive breadth of sub-advisors, including Purpose Investments, to provide the solutions their professional client base needs to achieve their financial goals. The addition of Harness’ personalized ICS model enables Harness to offer alternative investment options.
“We’re more than thrilled to deepen our relationship and be a part of Core Wealth’s incredible journey,” says Oliver Yoon, Chief Operating Officer at Harness. “At Harness, we pride ourselves in empowering financial professionals like Collin to grow their business successfully by focusing on what they do best – provide wealth advice; while we use our innovative tech platform and partnership with firms like Purpose Investments to deliver institutional calibre investment management.”
About Core Wealth Solutions
Core Wealth Solutions is the integrated Wealth Advisory firm that CPA and legal firms trust to create their wealth division. Core Wealth is a leading provider of Wealth Advisory solutions to their clients; often working with CPA firms and law firms to meet the complex needs of the professionals, shareholders of private corporations and families that they service. Core Wealth provides a strategic solution for CPA firms and legal firms to maintain their competitive advantage and help them expand their services to their high-net-worth clients. By establishing a dedicated Wealth Management Division, CPA firms can expand service offerings and attract high-net-worth clients while deepening existing relationships. Core Wealth provides access to a team of expert professionals, including Certified Financial Planners, Investment specialists, and Tax specialists, ensuring top-tier services can be provided. Core Wealth Solutions brings a valuable advantage to client firms in the evolving landscape of the Wealth Management, CPA, and legal industries.
About Harness Investment Management
Harness is a modern portfolio management firm providing investors access to institutional-level investment management. Harness serves its clients by partnering with leading financial advisory firms across Canada, specializing in financial and tax planning services. Harness clients benefit from personalized investment plans that are integrated and work together with their financial plan so they can be more confident that they may achieve their goals. Harness is a subsidiary of Purpose Unlimited, a Canadian financial services and technology firm recognized globally for its innovative approach. Harness Investment Management is registered as a Portfolio Manager and exempt Market Dealer across Canada.
For further information, please contact: